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Boston Trust Walden’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Boston Trust Walden’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.02M Buy
24,383
+970
+4% +$347K 0.07% 208
2026
Q1 		$7.51M Buy
23,413
+160
+0.7% +$53.7K 0.06% 218
2025
Q4 		$7.8M Buy
23,253
+3,230
+16% +$1.07M 0.06% 211
2025
Q3 		$6.57M Hold
20,023
– – 0.05% 214
2025
Q2 		$6.09M Buy
20,023
+5,025
+34% +$1.41M 0.04% 222
2025
Q1 		$4.12M Sell
14,998
-15
-0.1% -$4.36K 0.03% 228
2024
Q4 		$4.35M Sell
15,013
-100
-0.7% -$29.2K 0.03% 231
2024
Q3 		$4.28M Hold
15,113
– – 0.03% 231
2024
Q2 		$4.04M Hold
15,113
– – 0.03% 229
2024
Q1 		$3.93M Buy
15,113
+1,480
+11% +$366K 0.03% 230
2023
Q4 		$3.23M Buy
13,633
+4,750
+53% +$1.05M 0.02% 233
2023
Q3 		$1.89M Hold
8,883
– – 0.02% 245
2023
Q2 		$1.96M Sell
8,883
-255
-3% -$53.2K 0.02% 248
2023
Q1 		$1.87M Sell
9,138
-20
-0.2% -$4K 0.02% 251
2022
Q4 		$1.75M Sell
9,158
-85
-0.9% -$16.4K 0.02% 257
2022
Q3 		$1.66M Buy
9,243
+85
+0.9% +$16.9K 0.02% 255
2022
Q2 		$1.73M Buy
9,158
+1,869
+26% +$384K 0.02% 257
2022
Q1 		$1.66M Sell
7,289
-30
-0.4% -$6.75K 0.01% 262
2021
Q4 		$1.77M Hold
7,319
– – 0.01% 265
2021
Q3 		$1.63M Buy
7,319
+118
+2% +$26.9K 0.01% 264
2021
Q2 		$1.6M Buy
7,201
+1,670
+30% +$362K 0.01% 269
2021
Q1 		$1.14M Hold
5,531
– – 0.01% 274
2020
Q4 		$1.08M Hold
5,531
– – 0.01% 279
2020
Q3 		$942K Hold
5,531
– – 0.01% 288
2020
Q2 		$866K Hold
5,531
– – 0.01% 290
2020
Q1 		$713K Sell
5,531
-4,700
-46% -$727K 0.01% 288
2019
Q4 		$1.67M Sell
10,231
-380
-4% -$59.5K 0.02% 273
2019
Q3 		$1.6M Buy
10,611
+158
+2% +$23.8K 0.02% 276
2019
Q2 		$1.57M Sell
10,453
-2
-0% -$295 0.02% 282
2019
Q1 		$1.51M Hold
10,455
– – 0.02% 284
2018
Q4 		$1.33M Buy
10,455
+2,175
+26% +$300K 0.02% 282
2018
Q3 		$1.24M Buy
8,280
+3,600
+77% +$530K 0.02% 296
2018
Q2 		$657K Buy
4,680
+1,200
+34% +$167K 0.01% 316
2018
Q1 		$472K Buy
+3,480
New +$488K 0.01% 338

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Boston Trust Walden's VTI Position: Q2 2026 in Review

Boston Trust Walden increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.1% in Q2 2026, buying an estimated $347K and bringing the position to 24,383 shares worth $9.02M. The position accounts for 0.07% of the portfolio, ranked #208.

Boston Trust Walden first reported a position in VTI in Q1 2018 and has held it in 34 quarters since. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Boston Trust Walden held 24,383 shares of Vanguard Morningstar Total Stock Market ETF worth $9.02M as of Q2 2026.
  • Boston Trust Walden bought 970 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $347K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Boston Trust Walden's portfolio in Q2 2026, its #208 holding.
  • Boston Trust Walden first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.